Anic Equity¶
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Total return since start: 0.601 %¶
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Equity now: -----------------------------> 48906.39 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 41284.79 Kr¶
PnL: ---------------------------------------> -210.49 Kr¶
DD now: ---------------------------------> -7.933 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 10:42:41.647667'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.500000 | 1674.900000 | 207.360000 | 14.130000 | 1467.540000 |
| HEXPOL B | 9 | 0.700000 | 1035.900000 | 18.000000 | 1.770000 | 1017.900000 |
| JM | 6 | 1.740000 | 877.200000 | 15.000000 | 1.740000 | 862.200000 |
| BioGaia B | 8 | 1.030000 | 937.600000 | 9.600000 | 1.030000 | 928.000000 |
| EQT | 4 | 0.580000 | 834.400000 | 4.800000 | 0.580000 | 829.600000 |
| Atrium Ljungberg B | 5 | 0.430000 | 937.000000 | 4.000000 | 0.430000 | 933.000000 |
| AcadeMedia | 8 | 0.500000 | 404.800000 | 3.600000 | 0.900000 | 401.200000 |
| Sagax B | 4 | 0.330000 | 854.800000 | 2.800000 | 0.330000 | 852.000000 |
| Hoist Finance | 35 | 0.180000 | 980.000000 | 1.750000 | 0.180000 | 978.250000 |
| Platzer Fastigheter Holding B | 12 | 0.130000 | 960.000000 | 1.200000 | 0.130000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.150000 | 778.200000 | 1.200000 | 0.150000 | 777.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3708.900000 | 0.000000 | 0.000000 | 3708.900000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| Catena | 2 | -0.050000 | 789.200000 | -0.400000 | -0.050000 | 789.600000 |
| Gränges | 9 | -0.100000 | 925.200000 | -0.900000 | -0.100000 | 926.100000 |
| Byggmax Group | 33 | -0.140000 | 953.040000 | -1.320000 | -0.140000 | 954.360000 |
| Clas Ohlson B | 12 | -0.190000 | 969.000000 | -1.800000 | -0.190000 | 970.800000 |
| Biotage | 7 | -0.220000 | 937.300000 | -2.100000 | -0.220000 | 939.400000 |
| Sagax A | 4 | -1.400000 | 848.000000 | -4.000000 | -0.470000 | 852.000000 |
| Orrön Energy | 180 | -0.570000 | 2028.600000 | -9.000000 | -0.440000 | 2037.600000 |
| OX2 | 13 | -1.030000 | 937.950000 | -9.750000 | -1.030000 | 947.700000 |
| Hexatronic Group | 12 | -1.320000 | 951.840000 | -12.720000 | -1.320000 | 964.560000 |
| Alimak Group | 11 | -1.430000 | 913.000000 | -13.200000 | -1.430000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -1.740000 | 947.800000 | -16.800000 | -1.740000 | 964.600000 |
| Latour B | 4 | -3.130000 | 828.400000 | -26.800000 | -3.130000 | 855.200000 |
| Addnode Group B | 11 | -3.290000 | 888.250000 | -30.250000 | -3.290000 | 918.500000 |
| Indutrade | 5 | -2.590000 | 1183.000000 | -31.500000 | -2.590000 | 1214.500000 |
| Hexagon B | 26 | -1.020000 | 3416.400000 | -35.100000 | -1.020000 | 3451.500000 |
| VEF | 909 | -2.650000 | 1803.460000 | -41.810000 | -2.270000 | 1845.270000 |
| Bufab | 3 | -3.960000 | 1062.600000 | -43.800000 | -3.960000 | 1106.400000 |
| INVISIO | 16 | -1.740000 | 3616.000000 | -64.000000 | -1.740000 | 3680.000000 |
| Vitec Software Group B | 2 | -5.900000 | 1020.000000 | -64.000000 | -5.900000 | 1084.000000 |
| BHG Group | 97 | -5.000000 | 1383.220000 | -71.780000 | -4.930000 | 1455.000000 |
| TOTAL | 41283.560000 | -211.720000 | -7.93517% | 41495.280000 |
Updated:¶
'2023-07-03 10:40:49.219233'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
